Senior Investment Operations Analyst

palmer groupDes Moines, IAtoday

Occupations

Financial and Investment Analysts Financial Quantitative Analysts Investment Fund Managers

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

Join a collaborative investment operations team supporting a sophisticated institutional portfolio across public and private markets. As a Senior Investment Operations Analyst, you will ensure the quality and reliability of investment data supporting decision-making, accounting, reporting, and regulatory requirements. This role offers the opportunity to solve complex data challenges, improve processes through automation and technology, and partner with investment, accounting, treasury, and technology teams. Apply now to bring your investment operations expertise to a team focused on driving stronger business outcomes!

Work Model: Hybrid

What You Will Do:

Oversee investment operations, including investment data, security setup, transaction processing, portfolio activity, and record accuracy across systems and reporting platforms
Analyze and resolve complex investment data issues impacting accounting, performance measurement, reporting, and portfolio operations
Research investment activity across fixed income, private debt, structured products, alternative investments, and other institutional asset classes
Collaborate with portfolio managers, traders, accountants, custodians, administrators, and technology teams to support daily operations and strategic initiatives
Investigate valuation changes, cash movements, income activity, corporate actions, and other portfolio events
Improve processes by identifying control gaps, reducing manual work, implementing scalable solutions, and enhancing operational reporting and monitoring
Support new investment products, managers, strategies, and system capabilities through operational readiness, data requirements, user acceptance testing, and system validation
Maintain operational documentation, workflows, and controls to support governance, audits, and business continuity
Provide technical guidance, mentor team members, and contribute to cross-functional projects
What You Will Need to Be Successful:
Bachelor’s degree in finance, accounting, economics, mathematics, business, actuarial science, or a related field 5+ years of experience in investment operations, middle office, investment accounting, investment data management, performance operations, or institutional asset management
Experience with institutional investment portfolios and lifecycle events, including securities, investment transactions, cash management, and operational controls
Strong analytical and problem-solving skills with the ability to independently research, troubleshoot, and resolve complex investment-related issues
Ability to manage multiple priorities accurately in a fast-paced environment and communicate effectively with technical and non-technical stakeholders
Experience in insurance, asset management, pension, endowment, foundation, wealth management, or other institutional investment environments
Exposure to fixed income, structured products, private credit, commercial mortgages, alternatives, private placements, or other complex investments
Experience with investment accounting, performance measurement, security master data, portfolio reporting, or IBOR platforms
Familiarity with market data vendors, custodial feeds, pricing sources, and investment technology ecosystems
Experience using SQL, Power BI, Power Query, Python, Alteryx, Tableau, or similar technologies to analyze and improve investment operations dataCFA, CAIA, CPA, CIPM, or progress toward a designation preferred

Apply now

Level

SeniorL5

Location

Des Moines, IA

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

today

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